customer-workspace

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Customer workspace initialization skill. Provides inbox (information accumulation), meeting minutes management, and auto-classification rules. Use for "setup customer workspace" or "add inbox feature" requests.

1installs

Sourceaktsmm/agent-skills

Added on2026-02-10

NPX Install

npx skill4agent add aktsmm/agent-skills customer-workspace

SKILL.md Content

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Customer Workspace Skill

Initialize customer-specific workspaces with information accumulation and meeting notes management.

When to Use

Customer workspace, inbox, meeting notes
Setting up per-customer workspaces
Adding inbox or meeting minutes management
Implementing auto-classification rules for customer information

Features

Feature	Description
Inbox	Paste chat/email for auto-classification
Meeting Notes	Convert Teams AI notes to template format
Auto-Routing	Route input based on pattern detection
Customer Profile	Centralized customer information

Quick Start

powershell

# Basic
.\scripts\Initialize-CustomerWorkspace.ps1 -CustomerName "Contoso Inc"

# Full options
.\scripts\Initialize-CustomerWorkspace.ps1 `
  -CustomerName "Contoso Inc" `
  -ContractType "MACC" `
  -ContractPeriod "2025/04 - 2028/03" `
  -KeyContacts "John Doe (Infra Lead)"

Generated Structure

{workspace}/
├── .github/
│   ├── copilot-instructions.md    ← Auto-routing rules
│   └── prompts/                   ← Inbox, meeting notes
├── _inbox/{YYYY-MM}.md            ← Inbox files
├── _customer/profile.md           ← Customer profile
└── _templates/                    ← Templates

Auto-Routing Patterns

Pattern	Action
"Generated by AI"	→ Meeting notes
Name + datetime + short text	→ Inbox
Contains `From:` `Date:`	→ Inbox
Bullet points / short memo	→ Inbox
Question format	→ Normal response

Default Tags

#network

#cost

#contract

#proposal

#ai

#container

#meeting

#support

#organization

#deadline

#internal

Done Criteria

Workspace folder created
```
_inbox/{YYYY-MM}.md
```
exists
```
_customer/profile.md
```
configured
Auto-routing rules working

Key References

Inbox Rules
Meeting Minutes Rules

Assets

```
assets/_templates/
```
- Template files
```
assets/inbox.prompt.md
```
- Inbox prompt

assets/convert-meeting-minutes.prompt.md

- Meeting notes prompt

```
assets/copilot-instructions.md
```
- Auto-routing rules